SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 475 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.33 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,045,568 | +2.6% | 14,378 | +5.8% | 0.12% | +5.4% |
| Q2 2023 | $1,018,720 | +31.7% | 13,592 | +14.5% | 0.11% | +24.7% |
| Q1 2023 | $773,438 | +20.7% | 11,868 | +2.9% | 0.09% | +6.0% |
| Q4 2022 | $640,773 | -2.0% | 11,533 | -1.6% | 0.08% | -10.6% |
| Q3 2022 | $654,000 | -6.7% | 11,726 | -3.0% | 0.09% | -2.1% |
| Q2 2022 | $701,000 | -29.5% | 12,091 | +99.3% | 0.10% | -11.1% |
| Q4 2021 | $994,000 | +227.0% | 6,067 | +66.3% | 0.11% | +31.7% |
| Q2 2019 | $304,000 | -15.3% | 3,649 | -16.8% | 0.08% | -33.9% |
| Q3 2018 | $359,000 | – | 4,387 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marquette Asset Management, LLC | 765,363 | $71,110,000 | 23.27% |
| Avantax Planning Partners, Inc. | 3,943,304 | $366,372,000 | 21.56% |
| APPLETON GROUP, LLC | 168,749 | $15,678,000 | 19.90% |
| Fund Evaluation Group, LLC | 1,175,621 | $109,227,000 | 17.84% |
| Reitz Capital Advisors LLC | 168,614 | $15,665,000 | 16.93% |
| Mokosak Advisory Group, LLC | 242,056 | $22,489,000 | 13.60% |
| HHM Wealth Advisors, LLC | 271,405 | $25,218,000 | 12.12% |
| MATHER GROUP, LLC. | 1,800,678 | $167,301,000 | 10.50% |
| MARSHALL FINANCIAL GROUP INC /ADV | 165,475 | $15,374,000 | 10.38% |
| BALLAST ADVISORS LLC | 151,566 | $14,082,000 | 10.36% |